Paragon Capital Management (Kansas)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
+5,195
| New | +$1.62M | 0.83% | 26 |
|
|
2024
Q4 | – | Sell |
-721
| Closed | -$422K | – | 60 |
|
|
2024
Q3 | $422K | Buy |
721
+20
| +3% | +$11.7K | 0.22% | 37 |
|
|
2024
Q2 | $357K | Hold |
701
| – | – | 0.19% | 37 |
|
|
2024
Q1 | $347K | Hold |
701
| – | – | 0.19% | 38 |
|
|
2023
Q4 | $369K | Buy |
701
+30
| +4% | +$15.8K | 0.21% | 35 |
|
|
2023
Q3 | $338K | Sell |
671
-20
| -3% | -$10.1K | 0.2% | 37 |
|
|
2023
Q2 | $332K | Sell |
691
-4
| -0.6% | -$1.92K | 0.19% | 39 |
|
|
2023
Q1 | $328K | Sell |
695
-86
| -11% | -$40.6K | 0.2% | 36 |
|
|
2022
Q4 | $414K | Buy |
781
+143
| +22% | +$75.8K | 0.26% | 34 |
|
|
2022
Q3 | $322K | Buy |
638
+25
| +4% | +$12.6K | 0.21% | 37 |
|
|
2022
Q2 | $315K | Buy |
613
+11
| +2% | +$5.65K | 0.19% | 39 |
|
|
2022
Q1 | $307K | Buy |
+602
| New | +$307K | 0.16% | 47 |
|
|
2021
Q3 | – | Sell |
-666
| Closed | -$267K | – | 67 |
|
|
2021
Q2 | $267K | Hold |
666
| – | – | 0.13% | 54 |
|
|
2021
Q1 | $267K | Buy |
666
+90
| +16% | +$36.1K | 0.13% | 56 |
|
|
2020
Q4 | $202K | Buy |
+576
| New | +$202K | 0.11% | 58 |
|
|
2020
Q2 | – | Sell |
-526
| Closed | -$131K | – | 163 |
|
|
2020
Q1 | $131K | Buy |
+526
| New | +$131K | 0.09% | 56 |
|
|
2019
Q4 | – | Sell |
-526
| Closed | -$114K | – | 63 |
|
|
2019
Q3 | $114K | Hold |
526
| – | – | 0.06% | 61 |
|
|
2019
Q2 | $128K | Hold |
526
| – | – | 0.06% | 65 |
|
|
2019
Q1 | $130K | Buy |
+526
| New | +$130K | 0.06% | 64 |
|